Donately + Ontraport Integration

Integrate Donately to Ontraport in one click, or tell Integrately AI how you want each donation handled. Search contacts, create transactions, update records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Donately
    Donation is created in Donately
  • Donately
    Fundraiser is created in Donately
  • Donately
    Campaign is created in Donately
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
Arrow Right
2.
  • Donately
    Get donation by ID in Donately
  • Donately
    Get fundraiser by ID in Donately
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready WorkflowsReady Workflows ย  for Donately + Ontraport Integration

Capture donations, create contacts, track transactions, update campaign data, and trigger follow-ups, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your Donately + Ontraport flow

Connect essential billing, marketing, and communication tools to extend your donation processing workflows. Pick a combination and activate it in one click.

Donately
Ontraport
+
StripeStripe (8)
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MailchimpMailchimp (8)
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QuickBooks OnlineQuickBooks Online (8)
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SlackSlack (8)
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Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
D
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Create a Stripe customer for every new Donately donation and create a contact in Ontraport
New Donately donations instantly create a customer in Stripe and a contact in Ontraport without manual entry.
D
S
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Generate a Stripe payment link when a Donately fundraiser is created and update Ontraport
New fundraisers automatically receive a Stripe payment link while updating your Ontraport records.
D
S
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Search Stripe customers when a Donately campaign is created and update Ontraport records
Campaign launches search existing Stripe customer records and update Ontraport accordingly.
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Create a Stripe customer for every new Ontraport contact and retrieve Donately donation details
New Ontraport contacts automatically establish a Stripe customer profile and pull Donately donation data.
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If a Donately donation is high value, create a VIP Stripe customer and update Ontraport
High-value donations trigger VIP Stripe customer creation and special Ontraport tagging.
O
S
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When an Ontraport transaction is created, search Stripe and get Donately fundraiser data
Completed transactions check Stripe records and pull associated Donately fundraiser details.
D
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Use ChatGPT to review new Donately donations, create Stripe customers, and update Ontraport
ChatGPT analyzes incoming donations before establishing Stripe customers and updating Ontraport.
D
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When a Donately donation arrives, create a Stripe customer, update Ontraport, and notify Slack
Donations trigger Stripe customer creation, Ontraport updates, and Slack team notifications.

Supported triggers and actions for Donately and Ontraport

Mix and match to build the exact automation you need

Donately
Donately Triggers & Actions
Donation is created in Donately
Triggers the automation when donation is made
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Fundraiser is created in Donately
Triggers the automation when a new fundraiser event is created
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Campaign is created in Donately
Triggers the automation when a new campaign is created
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Get donation by ID in Donately
Retrieves a donation based on its id
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Get fundraiser by ID in Donately
Retrieves a fundraiser's information by its id
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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create product in Ontraport
Adds a new product to the system
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Search product by name in Ontraport
Finds a product based on its name
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Update product in Ontraport
Modifies an existing product
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Create transaction in Ontraport
Records a new transaction
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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What can you automate with Donately + Ontraport?

Streamline your fundraising and CRM operations by connecting every donation event directly to Ontraport.

What you can automate?
๐Ÿ’ฐ
Create Ontraport contacts from Donately donations
Automatically generate a new contact in Ontraport whenever a donation is created in Donately, eliminating manual copy-pasting.
๐Ÿ“
Capture every submitted donor field accurately
Map complete donor details, campaign notes, and custom responses directly into your Ontraport records instead of basic names.
๐Ÿ””
Notify your team instantly on new gifts
Trigger team alerts the moment a significant donation arrives so your development staff can initiate timely follow-ups.
๐Ÿ”€
Route donors based on gift size
Apply specific VIP tags in Ontraport if a donation exceeds a threshold, or assign standard contact paths otherwise.
๐Ÿ”„
Keep CRM records updated as campaigns evolve
Synchronize fundraiser creations and campaign updates across both platforms without manual spreadsheet tracking.
๐Ÿ”
Search and update existing contacts
Lookup existing contact records by email before updating information to prevent duplicate entries in your database.
๐Ÿ’ณ
Manage transactions and payment milestones
Track newly created transactions and update contact profiles as fundraising milestones are achieved.
๐Ÿ“Š
Extend workflows to external tools
Send donation data to Slack, Google Sheets, or Mailchimp immediately after your core Donately and Ontraport steps finish.
And much more...

Who is Donately + Ontraport integration for?

Non-profit operators, marketing managers, and finance teams eliminate manual data entry between fundraising platforms and CRMs to keep records accurate.

Non-profit data analysts
Non-profit data analysts
Fundraising managers
Fundraising managers
Grant coordinators
Grant coordinators
Development directors
Development directors
Donor relations leads
Donor relations leads
Finance officers
Finance officers
๐Ÿ“ˆ
Non-profit data analysts
You're reviewing fundraising metrics across campaigns but your CRM reports only update when someone manually exports donation lists, so the revenue counts you're analyzing are always hours behind โ€” connecting these apps means every new donation lands in Ontraport instantly and your dashboards stay current.
โšก
Fundraising managers
You need to acknowledge major donors immediately, but you find out about new gifts too late after checking separate platforms โ€” automating both apps means every high-value donation triggers instant CRM updates so you can reach out right away.
๐Ÿ“‹
Grant coordinators
You answer to external stakeholders who want to see live campaign progress, but compiling manual spreadsheets takes hours โ€” with this integration, campaign metrics flow straight into Ontraport and reports are always ready.
๐Ÿ”„
Development directors
Your seasonal donation volume is too high for anyone to keep up with manual CRM entry during peak periods โ€” connecting these apps means every donor submission is captured automatically without backlogs.
๐Ÿค
Donor relations leads
You own the onboarding follow-up step and depend on someone upstream to hand over donor details from fundraising pages โ€” automating both apps means contact records are created the second a donation clears.
๐Ÿงพ
Finance officers
You need a reliable history of all transactions and keep finding audit gaps caused by missed manual data entry โ€” connecting these apps means every donation and transaction is logged accurately every time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Donately + Ontraport

Build and manage your Donately + Ontraport automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Donately + Ontraport with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Donately to Ontraport?
Frequently Asked Questions
You can connect Donately to Ontraport instantly using ready-made workflows on Integrately. Choose a template, connect your accounts with 1-click setup, or ask Integrately AI to build your custom automation.
Can I automatically create an Ontraport contact when a Donately donation is created?
Frequently Asked Questions
Can I connect Donately, Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Donately and Ontraport?
Frequently Asked Questions
How does Donately handle donation data transfers in these automations?
Frequently Asked Questions
How are Ontraport contacts updated during donation workflows?
Frequently Asked Questions
Do I need coding skills to automate Donately and Ontraport?
Frequently Asked Questions
Is the Donately and Ontraport integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Donately or Ontraport With 1500+ Other Apps

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